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Founders Financial Alliance’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Founders Financial Alliance’s Portfolio RSPF Stock Details RSPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-30
Closed -$2K – 530
2022
Q2 		$2K Buy
+30
New +$1.73K ﹤0.01% 484

Other funds holding RSPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Founders Financial Alliance's RSPF Position: Q3 2022 in Review

Founders Financial Alliance sold out of Invesco S&P 500 Equal Weight Financials ETF (RSPF) in Q3 2022, closing a stake of 30 shares — an estimated $2K sold.

Founders Financial Alliance first reported a position in RSPF in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 99 funds tracked by Wall St. Rank hold RSPF as of Q3 2022.

  • Founders Financial Alliance reported no remaining Invesco S&P 500 Equal Weight Financials ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 30 Invesco S&P 500 Equal Weight Financials ETF shares in Q3 2022, an estimated $2K.
  • Founders Financial Alliance first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q2 2022 and held it in 1 quarter.
  • Founders Financial Alliance's Invesco S&P 500 Equal Weight Financials ETF position peaked at $2K in Q2 2022.
  • 99 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.